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up-to-date

Data for financial year ending 31 December 2017

Wates Family Enterprise Trust

  • Income

    £1.3M

  • Spending

    £1.2M

  • Status

    Up-to-date

Charity no. 1126007 Company no. 06648896

Contact details

Public address

  • Wates Family Charities, Wates House, Station Approach, Leatherhead, KT22 7SW

Aims & activities

Wates Family Enterprise Trust was set up in 2008 to support initiatives that make a real difference to society. It forms a vital part of the Wates Family?s commitment to being engaged stewards of a business that combines wealth creation with social responsibility. All the proposals for awards come from the Wates Family and employees, as a result we are unable to accept applications for funding.

What the charity does

  • General charitable purposes
  • Education/training
  • The advancement of health or saving of lives
  • Disability
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur sport
  • Environment/conservation/heritage
  • Economic/community development/employment
  • Armed forces/emergency service efficiency
  • Recreation

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other charities or voluntary bodies
  • Other defined groups
  • The general public/mankind

How the charity works

  • Makes grants to organisations
  • Provides other finance
  • Sponsors or undertakes research
  • Other charitable activities

Income and Endowments:

£1.3M

Expenditure:

£1.2M

Assets and liabilities

  • £0.0K Own use assets
  • £0.0K Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £513.8K Other assets
  • £719.7K Total liabilities
Financial history
Compliance history

Charitable spending ratios

93%
0%
7%

Charitable objects

TO FURTHER SUCH CHARITABLE PURPOSE OR PURPOSES FOR THE PUBLIC BENEFIT AS THE DIRECTORS IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT

Governing document

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 16 JULY 2008

Area of benefit

Undefined. In Practice, National.

Organisation type

Standard registration

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Complaints handling
Paying staff
  • 8 Trustees
  • 3 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Andrew Trace Allan Wates Ifb Research Foundation Up-to-date
The William Wates Memorial Trust Up-to-date
Paul Christopher Ronald Wates The Bellasis Trust Up-to-date
Tim Wates (Chair) The William Wates Memorial Trust Up-to-date
James Garwood Michael Wates Cbe Bre Trust Up-to-date
The Langton Trust Up-to-date
Andy Wates Wates Foundation Up-to-date
Michael Edward Wates The Langton Trust Up-to-date
Charles William Randag Wates None on record
Jonathan Giles Maccartney Wates None on record

Areas of operation

List of regions

  • Scotland
  • Throughout England And Wales